Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Daniel Tarbell

Daniel Tarbell

Financial Advisor

Managing Partner
Learn more about Daniel Tarbell
Earle Tarbell

Earle Tarbell

CFP®

Financial Advisor

Managing Partner
Learn more about Earle Tarbell
Sarah Hobbs

Sarah Hobbs

CRPC®

Associate Financial Advisor

Learn more about Sarah Hobbs
Steven John Sheridan

Steven John Sheridan

Financial Advisor

Franchise Owner
Learn more about Steven John Sheridan

Our team

Danielle Martocci

Danielle Martocci

Practice Manager

Personal Intro

Danielle is instrumental in ensuring a world class client experience. She is an integral member of our team and prides herself on going above and beyond to ensure our clients needs are met. We welcome you to reach out to Danielle directly for any questions and needs as well as to request an appointment to be scheduled.

Danielle lives in Manchester with her husband Ryan.

Qualifications

  • Associates Degree of Science in Marketing from Three Rivers Community College

Roles & Responsibilities

  • Schedule management
  • Business processing
  • Money movement processing
  • Transaction processing
  • Processing requests and ensuring a world class client experience
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Carrie Woodbury

Carrie Woodbury

Client Service Manager

Personal Intro

Carrie has worked as a Client Services Manager with Steve Sheridan's practice for the past three years following 8 years of financial services experience elsewhere She strives to ensure a transaction and client requests are processed and flow seamlessly to ensure a world class experience.

Carrie lives in Suffield with her family and dog Papi. Her hobbies include traveling, fitness and spending time with her family

Qualifications

  • Bachelor of Science Degree in Business Management from the University of Connecticut
  • Associate of Science Degree in the Legal Assitant Program from Manchester Community College

Roles & Responsibilities

  • Money Movement
  • Scheduling
  • Transaction Processing
  • Processing client requests to ensure a world class client experience.
View more